Roundtable Meetings

Our highly popular roundtable meetings bring together industry leaders to discuss developments, trends and current issues facing specific distribution channels and product types.

Discussion topics are determined by the meeting participants and facilitated by an industry expert.   In an effort to provide the most value to our registrants, the agendas and topics are ultimately determined by the attendees and co-sponsors.

It is our goal to create meaningful and relevant events that enable all attendees and sponsors to improve their businesses through an open discussion format with many of the industry’s most influential thought leaders.  

 

Currently Offered Topics

Broker Dealer Annuity Product Manager's Meeting

Meeting focus is on trends and developments within the annuity space at non-bank broker dealers.  Agenda topics include product developments, industry trends, regulatory changes, best practice metrics, technology and process support.

Bank and Broker Dealer Long Term Care Meeting

Meeting focus is on trends and developments within LTCI, including asset based linked benefit products.  Agenda topics include product developments, distribution strategy, industry trends, regulatory changes, best practice metrics, technology and process support.  

Broker Dealer Life Insurance  Meeting

Meeting focus is on best practices to support the sale of life insurance at non-bank broker dealers.  Agenda topics include product developments, distribution strategy, industry trends, regulatory changes, best practice metrics, technology and process support.  

Indexed Products Roundtable Meeting

Meeting focus is on trends and developments within Indexed products, including equity indexed products, market-linked CDs  Agenda topics include product developments, distribution strategy, industry trends, regulatory changes, best practice metrics, technology and process support.  

Regional Bank and Brokerage CEO Roundtable Meeting

This study group of the CEOs of regional bank brokerage businesses leverages participant, product partner, research and industry ideas that will have the most impact improving each participant's business in the year ahead.  The goal is for the participant to leave the conference with five tangible action steps that they will implement in their business.  

Bank and Broker Dealer Call Center Roundtable Meeting

Meeting focus is on developing trends in using call centers for the distribution of insurance and investment products.  Agenda topics will include technology, best practices, business opportunity, product/service strategies, product menus and various process issues.